TSMC Archives - The Next Platform https://www.nextplatform.com/tag/tsmc/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 19 Feb 2025 16:50:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.nextplatform.com/wp-content/uploads/2015/04/cropped-PlatformStack-150x150.jpg TSMC Archives - The Next Platform https://www.nextplatform.com/tag/tsmc/ 32 32 86113652 Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/ https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/#comments Tue, 18 Feb 2025 16:47:57 +0000 https://www.nextplatform.com/?p=145323 People are impatient for Intel to get fixed, and have been for many years. …

Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/feed/ 5 145323 TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/ https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/#comments Thu, 16 Jan 2025 21:47:27 +0000 https://www.nextplatform.com/?p=145197 It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …

TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/feed/ 4 145197 No Slowdown At TSMC, Thanks To The AI Gold Rush https://www.nextplatform.com/2024/10/17/no-slowdown-at-tsmc-thanks-to-the-ai-gold-rush/ https://www.nextplatform.com/2024/10/17/no-slowdown-at-tsmc-thanks-to-the-ai-gold-rush/#comments Thu, 17 Oct 2024 20:26:48 +0000 https://www.nextplatform.com/?p=144852 With a near monopoly on advanced chip manufacturing and packaging, it is no wonder that during the AI boom that the world’s largest foundry is not only making money. …

No Slowdown At TSMC, Thanks To The AI Gold Rush was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/10/17/no-slowdown-at-tsmc-thanks-to-the-ai-gold-rush/feed/ 1 144852 Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028 https://www.nextplatform.com/2024/08/26/bechtolsheim-outlines-scaling-xpu-performance-by-100x-by-2028/ https://www.nextplatform.com/2024/08/26/bechtolsheim-outlines-scaling-xpu-performance-by-100x-by-2028/#comments Mon, 26 Aug 2024 17:12:10 +0000 https://www.nextplatform.com/?p=144576 Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028 was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/08/26/bechtolsheim-outlines-scaling-xpu-performance-by-100x-by-2028/feed/ 6 144576 TSMC Seeks To Make Itself More Indispensable Than It Already Is https://www.nextplatform.com/2024/07/18/tsmc-seeks-to-make-itself-more-indispensable-than-it-already-is/ https://www.nextplatform.com/2024/07/18/tsmc-seeks-to-make-itself-more-indispensable-than-it-already-is/#comments Fri, 19 Jul 2024 03:38:30 +0000 https://www.nextplatform.com/?p=144433 Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …

TSMC Seeks To Make Itself More Indispensable Than It Already Is was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/07/18/tsmc-seeks-to-make-itself-more-indispensable-than-it-already-is/feed/ 3 144433 TSMC Will Have An AI Business Bigger Than All Of Intel Foundry https://www.nextplatform.com/2024/04/19/tsmc-will-have-an-ai-business-bigger-than-all-of-intel-foundry/ https://www.nextplatform.com/2024/04/19/tsmc-will-have-an-ai-business-bigger-than-all-of-intel-foundry/#comments Fri, 19 Apr 2024 18:22:11 +0000 https://www.nextplatform.com/?p=144013 Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …

TSMC Will Have An AI Business Bigger Than All Of Intel Foundry was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/04/19/tsmc-will-have-an-ai-business-bigger-than-all-of-intel-foundry/feed/ 3 144013 Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs https://www.nextplatform.com/2024/04/04/intels-chips-no-longer-pay-more-than-their-fair-share-of-foundry-costs/ https://www.nextplatform.com/2024/04/04/intels-chips-no-longer-pay-more-than-their-fair-share-of-foundry-costs/#comments Thu, 04 Apr 2024 18:52:24 +0000 https://www.nextplatform.com/?p=143915 The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …

Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/04/04/intels-chips-no-longer-pay-more-than-their-fair-share-of-foundry-costs/feed/ 10 143915 Intel: I Was Lostry, But Now I Am Foundry https://www.nextplatform.com/2024/02/22/intel-i-was-lostry-but-now-i-am-foundry/ https://www.nextplatform.com/2024/02/22/intel-i-was-lostry-but-now-i-am-foundry/#comments Fri, 23 Feb 2024 02:42:06 +0000 https://www.nextplatform.com/?p=143703 Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products. …

Intel: I Was Lostry, But Now I Am Foundry was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/02/22/intel-i-was-lostry-but-now-i-am-foundry/feed/ 7 143703 TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT https://www.nextplatform.com/2024/01/22/tsmc-is-a-bellwether-for-it-but-it-is-not-the-weather-of-all-it/ https://www.nextplatform.com/2024/01/22/tsmc-is-a-bellwether-for-it-but-it-is-not-the-weather-of-all-it/#respond Mon, 22 Jan 2024 20:49:05 +0000 https://www.nextplatform.com/?p=143516 There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …

TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/01/22/tsmc-is-a-bellwether-for-it-but-it-is-not-the-weather-of-all-it/feed/ 0 143516 TSMC Makes The Best Of A Tough Chip Situation https://www.nextplatform.com/2023/10/25/tsmc-makes-the-best-of-a-tough-chip-situation/ https://www.nextplatform.com/2023/10/25/tsmc-makes-the-best-of-a-tough-chip-situation/#comments Wed, 25 Oct 2023 19:02:14 +0000 https://www.nextplatform.com/?p=143152 If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didn’t make enough GPUs for the datacenter. …

TSMC Makes The Best Of A Tough Chip Situation was written by Timothy Prickett Morgan at The Next Platform.

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